How to find the smart variable for my custom field?

[U Naman Jain]

I have created a Custom Field named Phone Number and i have added it to the request form how to find the variable for it?

[Mark Higgins]

Hi @U Naman Jain 

Welcome to the community.

When you say Variable, do you mean its customfield_XXXXX?

When you are in the context section of a custom field, look at the web address and the customfield number will be displayed at the end.

For eg: My Custom field Device Type

Hit the 3 dots at the end of the row, select Contexts and default value:

In the web address you can see the number 10082.

So the customfield for Device Type is customefield_10082.

Hope this helps

Regards

Mark

[Joseph Chung Yin]

@U Naman Jain -

Welcome to the commuinity.  Here is a another reference link that can help you to identify the custom field associated to your issues -

https://support.atlassian.com/cloud-automation/docs/find-the-smart-value-for-a-field/

Hope this also helps.

Best, Joseph Chung Yin

[Elon Wick]

To find the smart variable for your custom field, you'll typically follow a process based on the platform or tool you're using. Smart variables, also known as placeholders or merge fields, are used to dynamically insert values from custom fields into templates, reports, or communications.

Here’s a general approach to finding the smart variable for a custom field:

1. Identify the Platform:

• Determine which platform or system you’re using (e.g., CRM, email marketing tool, customer support software). The steps to find smart variables can vary depending on the platform.

2. Navigate to Custom Fields:

• Go to the section where custom fields are managed. This is usually found in settings or configuration areas, often under sections like “Fields,” “Data,” or “Custom Attributes.”

3. Locate Your Custom Field:

• Find the specific custom field for which you need the smart variable. This might involve scrolling through a list or searching by name.

4. Find the Smart Variable or Placeholder:

• Look for an option to view or manage the smart variable associated with the custom field. This could be labeled as “Smart Variable,” “Merge Field,” “Placeholder,” or similar.
• In some systems, you might need to consult the documentation or help center to find the exact format for smart variables.

5. Check the Template or Automation Editor:

• If you’re working with templates or automations, these often provide a list or dropdown of available smart variables. Check these options to locate your custom field’s variable.
• Sometimes, clicking on a custom field in the template editor will show you the associated smart variable.

6. Consult Documentation or Support:

• If you’re having trouble finding the smart variable, consult the platform’s documentation or support resources. They often provide specific instructions or examples for using smart variables.

Examples by Platform:

• HubSpot: Go to the “Properties” section under settings, find your custom field, and view the smart field token or property name. You can use this token in emails, workflows, and other templates.

• Salesforce: Navigate to the custom field in the object manager, and look for the API name of the field. This is often used as the smart variable in templates or reports.

• Mailchimp: When creating a campaign, use the “Merge Tags” dropdown to find and insert the merge tag for your custom field.

• Zendesk: In the admin settings, go to “Fields” and find your custom field. The smart variable is typically shown or can be copied from there.

If you let me know the specific tool or platform you're using, I can provide more tailored instructions! Apne tv

[U Naman Jain]

@Mark Higgins Hey it is not working 

This is the url :- https://xplode.atlassian.net/secure/admin/EditCustomField!default.jspa?id=10085

and the smart variable will be {{customefield_10085}}

[Andrew _Zim_ Zimmerman _Appfire_]

Hi @U Naman Jain,

It looks like you might have an extra "e" in your smart value (you have {{customefield_10085}} instead of {{customfield_10085}}.

Alternatively, if you're working with Jira Automation, you could just try {{issue.Phone Number}} to reference the custom field in your automation rule.

Here's some documentation that may help you: https://support.atlassian.com/cloud-automation/docs/jira-smart-values-issues/